A story of reduced onboarding times

Legl has helped Woodstock grow and expand with remote consultants across the country by digitising their client onboarding and payments processes.

Legl|Woodstock|

Woodstock were leveraging a software tool to handle ID verification as part of their client onboarding processes. When Natasha joined the firm, she had discussions with the directors around hiring someone to help with the admin of chasing clients. This would have included tasks such as following up client onboarding, sending requests, and getting documents back. Natasha felt this approach was unnecessary and suggested instead implementing a tech solution to streamline processes.

In addition, Woodstock were using a tool for payments on a small scale, but were primarily driving client payments for legal fees by including the firm’s bank details on every invoice. The firm also had no way of taking phone payments, which resulted in some awkward conversations with clients.

How Hybrid Legal operates a fixed fee subscription model

Hybrid Legal | Clio |
Clio’s cloud-based case management system supports Hybrid Legal’s client-centric payment options

An 11-point checklist to optimise your client intake

| Actionstep |
In this free 11-point checklist, you’ll learn each step needed to optimise your client intake process for a more personalised and timely customer experience